Civic Intelligence

J & R Schugel Holdings Inc.

Plan context: J & R Schugel Trucking Inc. Employee Stock Ownership Plan and Trust

EIN 41-1239449 • New Ulm, MN • 61 filings • 10 plans

2026 N Broadway StNew Ulm, MN 56073-1030
Current Snapshot

Latest Year

2024

2024 Participants

453

2024 Assets

$61,212,393

2024 Contributions

$2,289,995

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$123,084,423$61,542,212$0199920132024YearValue
$61,212,393Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

8054030199920122024YearValue
453Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241453$61,212,393$2,289,995$5,055iApproximate average salary by contribution assumption: employee only about $126,379 at 4% or $84,253 at 6%; with 50% employer match about $84,253 at 4% or $56,169 at 6%; with 100% employer match about $63,190 at 4% or $42,126 at 6%.
J & R Schugel Trucking Inc. Employee Stock Ownership Plan and Trust-453$61,212,393$2,289,995$5,055iApproximate average salary by contribution assumption: employee only about $126,379 at 4% or $84,253 at 6%; with 50% employer match about $84,253 at 4% or $56,169 at 6%; with 100% employer match about $63,190 at 4% or $42,126 at 6%.
20233739$78,674,300$2,212,296$2,994iApproximate average salary by contribution assumption: employee only about $74,841 at 4% or $49,894 at 6%; with 50% employer match about $49,894 at 4% or $33,263 at 6%; with 100% employer match about $37,420 at 4% or $24,947 at 6%.
J & R Schugel Trucking Inc. Employee Stock Ownership Plan and Trust-464$69,092,602$1,733,969$3,737iApproximate average salary by contribution assumption: employee only about $93,425 at 4% or $62,283 at 6%; with 50% employer match about $62,283 at 4% or $41,522 at 6%; with 100% employer match about $46,713 at 4% or $31,142 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-739$9,581,698$478,327$647iApproximate average salary by contribution assumption: employee only about $16,182 at 4% or $10,788 at 6%; with 50% employer match about $10,788 at 4% or $7,192 at 6%; with 100% employer match about $8,091 at 4% or $5,394 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-402---
20223771$80,938,717$2,156,784$2,797iApproximate average salary by contribution assumption: employee only about $69,935 at 4% or $46,623 at 6%; with 50% employer match about $46,623 at 4% or $31,082 at 6%; with 100% employer match about $34,967 at 4% or $23,312 at 6%.
J & R Schugel Trucking Inc. Employee Stock Ownership Plan and Trust-491$73,010,366$1,598,215$3,255iApproximate average salary by contribution assumption: employee only about $81,376 at 4% or $54,250 at 6%; with 50% employer match about $54,250 at 4% or $36,167 at 6%; with 100% employer match about $40,688 at 4% or $27,125 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-771$7,928,351$558,569$724iApproximate average salary by contribution assumption: employee only about $18,112 at 4% or $12,075 at 6%; with 50% employer match about $12,075 at 4% or $8,050 at 6%; with 100% employer match about $9,056 at 4% or $6,037 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-439---
20213729$83,290,949$2,624,131$3,600iApproximate average salary by contribution assumption: employee only about $89,991 at 4% or $59,994 at 6%; with 50% employer match about $59,994 at 4% or $39,996 at 6%; with 100% employer match about $44,995 at 4% or $29,997 at 6%.
J & R Schugel Trucking Inc. Employee Stock Ownership Plan and Trust-543$75,878,676$1,963,653$3,616iApproximate average salary by contribution assumption: employee only about $90,408 at 4% or $60,272 at 6%; with 50% employer match about $60,272 at 4% or $40,181 at 6%; with 100% employer match about $45,204 at 4% or $30,136 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-729$7,412,273$660,478$906iApproximate average salary by contribution assumption: employee only about $22,650 at 4% or $15,100 at 6%; with 50% employer match about $15,100 at 4% or $10,067 at 6%; with 100% employer match about $11,325 at 4% or $7,550 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-429---
20203644$123,084,423$1,620,773$2,517iApproximate average salary by contribution assumption: employee only about $62,918 at 4% or $41,945 at 6%; with 50% employer match about $41,945 at 4% or $27,964 at 6%; with 100% employer match about $31,459 at 4% or $20,973 at 6%.
J & R Schugel Trucking Inc. Employee Stock Ownership Plan and Trust-576$113,988,905$1,027,465$1,784iApproximate average salary by contribution assumption: employee only about $44,595 at 4% or $29,730 at 6%; with 50% employer match about $29,730 at 4% or $19,820 at 6%; with 100% employer match about $22,297 at 4% or $14,865 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-644$9,095,518$593,308$921iApproximate average salary by contribution assumption: employee only about $23,032 at 4% or $15,355 at 6%; with 50% employer match about $15,355 at 4% or $10,237 at 6%; with 100% employer match about $11,516 at 4% or $7,677 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-462---
20193805$114,687,612$1,151,022$1,430iApproximate average salary by contribution assumption: employee only about $35,746 at 4% or $23,831 at 6%; with 50% employer match about $23,831 at 4% or $15,887 at 6%; with 100% employer match about $17,873 at 4% or $11,915 at 6%.
J & R Schugel Trucking Inc. Employee Stock Ownership Plan and Trust-623$105,929,048$625,794$1,004iApproximate average salary by contribution assumption: employee only about $25,112 at 4% or $16,741 at 6%; with 50% employer match about $16,741 at 4% or $11,161 at 6%; with 100% employer match about $12,556 at 4% or $8,371 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-805$8,758,564$525,228$652iApproximate average salary by contribution assumption: employee only about $16,311 at 4% or $10,874 at 6%; with 50% employer match about $10,874 at 4% or $7,250 at 6%; with 100% employer match about $8,156 at 4% or $5,437 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-602---
20183657$122,402,734$1,468,033$2,234iApproximate average salary by contribution assumption: employee only about $55,861 at 4% or $37,241 at 6%; with 50% employer match about $37,241 at 4% or $24,827 at 6%; with 100% employer match about $27,931 at 4% or $18,620 at 6%.
J & R Schugel Trucking Inc. Employee Stock Ownership Plan and Trust-318$113,741,158$863,846$2,716iApproximate average salary by contribution assumption: employee only about $67,912 at 4% or $45,275 at 6%; with 50% employer match about $45,275 at 4% or $30,183 at 6%; with 100% employer match about $33,956 at 4% or $22,637 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-485$8,661,576$604,187$1,246iApproximate average salary by contribution assumption: employee only about $31,144 at 4% or $20,762 at 6%; with 50% employer match about $20,762 at 4% or $13,842 at 6%; with 100% employer match about $15,572 at 4% or $10,381 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-657---
20173572$34,523,953$914,441$1,599iApproximate average salary by contribution assumption: employee only about $39,967 at 4% or $26,645 at 6%; with 50% employer match about $26,645 at 4% or $17,763 at 6%; with 100% employer match about $19,983 at 4% or $13,322 at 6%.
J & R Schugel Trucking Inc. Employee Stock Ownership Plan and Trust-332$29,062,965$595,320$1,793iApproximate average salary by contribution assumption: employee only about $44,828 at 4% or $29,886 at 6%; with 50% employer match about $29,886 at 4% or $19,924 at 6%; with 100% employer match about $22,414 at 4% or $14,943 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-572$5,460,988$319,121$558iApproximate average salary by contribution assumption: employee only about $13,948 at 4% or $9,298 at 6%; with 50% employer match about $9,298 at 4% or $6,199 at 6%; with 100% employer match about $6,974 at 4% or $4,649 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-358---
20163450$26,196,156$697,779$1,551iApproximate average salary by contribution assumption: employee only about $38,766 at 4% or $25,844 at 6%; with 50% employer match about $25,844 at 4% or $17,229 at 6%; with 100% employer match about $19,383 at 4% or $12,922 at 6%.
J & R Schugel Trucking Inc. Employee Stock Ownership Plan and Trust-316$21,050,000$419,271$1,327iApproximate average salary by contribution assumption: employee only about $33,170 at 4% or $22,113 at 6%; with 50% employer match about $22,113 at 4% or $14,742 at 6%; with 100% employer match about $16,585 at 4% or $11,057 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-450$5,146,156$278,508$619iApproximate average salary by contribution assumption: employee only about $15,473 at 4% or $10,315 at 6%; with 50% employer match about $10,315 at 4% or $6,877 at 6%; with 100% employer match about $7,736 at 4% or $5,158 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-365---
20153456$20,785,247$619,632$1,359iApproximate average salary by contribution assumption: employee only about $33,971 at 4% or $22,647 at 6%; with 50% employer match about $22,647 at 4% or $15,098 at 6%; with 100% employer match about $16,986 at 4% or $11,324 at 6%.
J & R Schugel Trucking Inc. Employee Stock Ownership Plan and Trust-369$15,590,000$340,734$923iApproximate average salary by contribution assumption: employee only about $23,085 at 4% or $15,390 at 6%; with 50% employer match about $15,390 at 4% or $10,260 at 6%; with 100% employer match about $11,542 at 4% or $7,695 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-456$5,195,247$278,898$612iApproximate average salary by contribution assumption: employee only about $15,290 at 4% or $10,194 at 6%; with 50% employer match about $10,194 at 4% or $6,796 at 6%; with 100% employer match about $7,645 at 4% or $5,097 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-372---
20143551$12,854,465$645,540$1,172iApproximate average salary by contribution assumption: employee only about $29,289 at 4% or $19,526 at 6%; with 50% employer match about $19,526 at 4% or $13,018 at 6%; with 100% employer match about $14,645 at 4% or $9,763 at 6%.
J & R Schugel Trucking Inc. Employee Stock Ownership Plan and Trust-551$7,292,000$340,000$617iApproximate average salary by contribution assumption: employee only about $15,426 at 4% or $10,284 at 6%; with 50% employer match about $10,284 at 4% or $6,856 at 6%; with 100% employer match about $7,713 at 4% or $5,142 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-338$5,562,465$305,540$904iApproximate average salary by contribution assumption: employee only about $22,599 at 4% or $15,066 at 6%; with 50% employer match about $15,066 at 4% or $10,044 at 6%; with 100% employer match about $11,300 at 4% or $7,533 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-370---
20132391$5,907,131$306,920$785iApproximate average salary by contribution assumption: employee only about $19,624 at 4% or $13,083 at 6%; with 50% employer match about $13,083 at 4% or $8,722 at 6%; with 100% employer match about $9,812 at 4% or $6,541 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-343$5,907,131$306,920$895iApproximate average salary by contribution assumption: employee only about $22,370 at 4% or $14,914 at 6%; with 50% employer match about $14,914 at 4% or $9,942 at 6%; with 100% employer match about $11,185 at 4% or $7,457 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-391---
20122373$5,601,109$279,808$750iApproximate average salary by contribution assumption: employee only about $18,754 at 4% or $12,503 at 6%; with 50% employer match about $12,503 at 4% or $8,335 at 6%; with 100% employer match about $9,377 at 4% or $6,251 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-366$5,601,109$279,808$765iApproximate average salary by contribution assumption: employee only about $19,113 at 4% or $12,742 at 6%; with 50% employer match about $12,742 at 4% or $8,494 at 6%; with 100% employer match about $9,556 at 4% or $6,371 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-373---
20112400$5,359,750$262,576$656iApproximate average salary by contribution assumption: employee only about $16,411 at 4% or $10,941 at 6%; with 50% employer match about $10,941 at 4% or $7,294 at 6%; with 100% employer match about $8,206 at 4% or $5,470 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-381$5,359,750$262,576$689iApproximate average salary by contribution assumption: employee only about $17,229 at 4% or $11,486 at 6%; with 50% employer match about $11,486 at 4% or $7,658 at 6%; with 100% employer match about $8,615 at 4% or $5,743 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-400---
20102414$4,930,813$282,952$683iApproximate average salary by contribution assumption: employee only about $17,086 at 4% or $11,391 at 6%; with 50% employer match about $11,391 at 4% or $7,594 at 6%; with 100% employer match about $8,543 at 4% or $5,695 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-414$4,930,813$282,952$683iApproximate average salary by contribution assumption: employee only about $17,086 at 4% or $11,391 at 6%; with 50% employer match about $11,391 at 4% or $7,594 at 6%; with 100% employer match about $8,543 at 4% or $5,695 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-400---
20093422$5,419,207$311,897$739iApproximate average salary by contribution assumption: employee only about $18,477 at 4% or $12,318 at 6%; with 50% employer match about $12,318 at 4% or $8,212 at 6%; with 100% employer match about $9,239 at 4% or $6,159 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-413$5,419,207$311,897$755iApproximate average salary by contribution assumption: employee only about $18,880 at 4% or $12,587 at 6%; with 50% employer match about $12,587 at 4% or $8,391 at 6%; with 100% employer match about $9,440 at 4% or $6,293 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-----
J & R Schugel Holdings Inc. Employee Benefit Plan-422---
20081458$0$0-
J & R Schugel Holdings Inc. Employee Benefit Plan-458---
20072418$5,317,746$358,449$858iApproximate average salary by contribution assumption: employee only about $21,438 at 4% or $14,292 at 6%; with 50% employer match about $14,292 at 4% or $9,528 at 6%; with 100% employer match about $10,719 at 4% or $7,146 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-399$5,317,746$358,449$898iApproximate average salary by contribution assumption: employee only about $22,459 at 4% or $14,973 at 6%; with 50% employer match about $14,973 at 4% or $9,982 at 6%; with 100% employer match about $11,230 at 4% or $7,486 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-418---
20062403$7,060,928$434,318$1,078iApproximate average salary by contribution assumption: employee only about $26,943 at 4% or $17,962 at 6%; with 50% employer match about $17,962 at 4% or $11,975 at 6%; with 100% employer match about $13,471 at 4% or $8,981 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-384$7,060,928$434,318$1,131iApproximate average salary by contribution assumption: employee only about $28,276 at 4% or $18,851 at 6%; with 50% employer match about $18,851 at 4% or $12,567 at 6%; with 100% employer match about $14,138 at 4% or $9,425 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-403---
20052399$6,690,785$445,239$1,116iApproximate average salary by contribution assumption: employee only about $27,897 at 4% or $18,598 at 6%; with 50% employer match about $18,598 at 4% or $12,399 at 6%; with 100% employer match about $13,949 at 4% or $9,299 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-374$6,690,785$445,239$1,190iApproximate average salary by contribution assumption: employee only about $29,762 at 4% or $19,841 at 6%; with 50% employer match about $19,841 at 4% or $13,228 at 6%; with 100% employer match about $14,881 at 4% or $9,921 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-399---
20042409$6,784,508$432,186$1,057iApproximate average salary by contribution assumption: employee only about $26,417 at 4% or $17,611 at 6%; with 50% employer match about $17,611 at 4% or $11,741 at 6%; with 100% employer match about $13,209 at 4% or $8,806 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-381$6,784,508$432,186$1,134iApproximate average salary by contribution assumption: employee only about $28,359 at 4% or $18,906 at 6%; with 50% employer match about $18,906 at 4% or $12,604 at 6%; with 100% employer match about $14,179 at 4% or $9,453 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-409---
20032415$6,655,170$2,738,376$6,598iApproximate average salary by contribution assumption: employee only about $164,962 at 4% or $109,975 at 6%; with 50% employer match about $109,975 at 4% or $73,317 at 6%; with 100% employer match about $82,481 at 4% or $54,987 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-395$6,648,866$485,282$1,229iApproximate average salary by contribution assumption: employee only about $30,714 at 4% or $20,476 at 6%; with 50% employer match about $20,476 at 4% or $13,651 at 6%; with 100% employer match about $15,357 at 4% or $10,238 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-415$6,304$2,253,094$5,429iApproximate average salary by contribution assumption: employee only about $135,729 at 4% or $90,486 at 6%; with 50% employer match about $90,486 at 4% or $60,324 at 6%; with 100% employer match about $67,864 at 4% or $45,243 at 6%.
20022395$6,391,366$2,453,622$6,212iApproximate average salary by contribution assumption: employee only about $155,293 at 4% or $103,528 at 6%; with 50% employer match about $103,528 at 4% or $69,019 at 6%; with 100% employer match about $77,646 at 4% or $51,764 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-386$6,101,956$545,922$1,414iApproximate average salary by contribution assumption: employee only about $35,358 at 4% or $23,572 at 6%; with 50% employer match about $23,572 at 4% or $15,715 at 6%; with 100% employer match about $17,679 at 4% or $11,786 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-395$289,410$1,907,700$4,830iApproximate average salary by contribution assumption: employee only about $120,741 at 4% or $80,494 at 6%; with 50% employer match about $80,494 at 4% or $53,662 at 6%; with 100% employer match about $60,370 at 4% or $40,247 at 6%.
20012485$5,600,956$3,886,002$8,012iApproximate average salary by contribution assumption: employee only about $200,309 at 4% or $133,540 at 6%; with 50% employer match about $133,540 at 4% or $89,026 at 6%; with 100% employer match about $100,155 at 4% or $66,770 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-485$5,412,284$938,809$1,936iApproximate average salary by contribution assumption: employee only about $48,392 at 4% or $32,261 at 6%; with 50% employer match about $32,261 at 4% or $21,508 at 6%; with 100% employer match about $24,196 at 4% or $16,131 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-426$188,672$2,947,193$6,918iApproximate average salary by contribution assumption: employee only about $172,957 at 4% or $115,305 at 6%; with 50% employer match about $115,305 at 4% or $76,870 at 6%; with 100% employer match about $86,479 at 4% or $57,652 at 6%.
20002449$0$0-
J & R Schugel Holdings Inc. Retirement Plan-449---
J & R Schugel Holdings Inc. Employee Benefit Plan-371---
19992425$7,717,889$2,900,701$6,825iApproximate average salary by contribution assumption: employee only about $170,629 at 4% or $113,753 at 6%; with 50% employer match about $113,753 at 4% or $75,835 at 6%; with 100% employer match about $85,315 at 4% or $56,876 at 6%.
J & R Schugel Holdings Inc. Retirement Plan-425$7,399,233$993,828$2,338iApproximate average salary by contribution assumption: employee only about $58,460 at 4% or $38,974 at 6%; with 50% employer match about $38,974 at 4% or $25,982 at 6%; with 100% employer match about $29,230 at 4% or $19,487 at 6%.
J & R Schugel Holdings Inc. Employee Benefit Plan-386$318,656$1,906,873$4,940iApproximate average salary by contribution assumption: employee only about $123,502 at 4% or $82,335 at 6%; with 50% employer match about $82,335 at 4% or $54,890 at 6%; with 100% employer match about $61,751 at 4% or $41,167 at 6%.